Space Exploration Technologies Corp.

“For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Compute capacity provided includes approximately 325,000 NVIDIA GPUs, backed by hyperscale-class CPUs, exabyte-scale storage and high-speed networking and interconnects purpose-built for AI workloads. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. After the initial three-month period, the agreements may be terminated by either party upon 90 days’ notice.”

SpaceX’s final prospectus covers Anthropic’s access across Colossus and Colossus II, a wider scope than the Colossus I facility linked here. It describes payments of about $1.25 billion per month through May 2029 for capacity that includes approximately 325,000 NVIDIA GPUs, with reduced fees during the May–June 2026 capacity ramp. After an initial three months, either party may terminate on 90 days’ notice. The filing divides neither the payments nor the GPUs between the sites.

“with respect to access to compute capacity across COLOSSUS and COLOSSUS II”

The COLOSSUS II half of the agreement SpaceX’s final prospectus records across both sites; the Colossus 1 half is its own record. The filing divides neither the $1.25 billion a month nor the approximately 325,000 NVIDIA GPUs between the sites.

“We’ve signed an agreement with SpaceX to use all of the compute capacity at their Colossus 1 data center. This gives us access to more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month.”

Anthropic: an agreement “to use all of the compute capacity at their Colossus 1 data center”, giving “more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month”. More than 300 MW is a floor, so no capacity value is recorded. SpaceX’s prospectus of 12 June puts the agreement across Colossus 1 and Colossus 2 at about 325,000 GPUs.